WELLTH ADVISORY
Aggregated across all Schedule C name variants below. DOL truncates provider names to 35 chars, so the same legal entity is filed under multiple spellings.
Plans served
184
Active participants
115,914
Total plan assets
$6.8B
Filings (rows)
184
Direct comp
$2.2M
Indirect comp
$409K
Aggregating 7 name variants under "WELLTH ADVISORY"
SERVICES PROVIDED
Advisor / Consultant146
Other35
TPA / Administrator2
Broker1
Top plans served
All 184 plans| Sponsor / Plan | Location | Service | Participants | Assets | Direct comp |
|---|---|---|---|---|---|
| KEYSTONE CONSOLIDATED INDUSTRIES KEYSTONE EMPLOYEES' RETIREMENT PLAN | PEORIA, IL | Other INVESTMENT MGMT | 241 | $368.6M | $10K |
| UNITED MUSCULOSKELETAL PARTNERS, LLC UNITED MUSCULOSKELETAL PARTNERS, LLC 401(K) PLAN | ATLANTA, GA | Advisor / Consultant INVESTMENT ADVISORY | 2,243 | $359.1M | $76K |
| MCCOY GROUP, INC. MCCOY GROUP, INC. 401(K) PROFIT SHARING PLAN | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISORY | 4,021 | $266.7M | $0 |
| USN OPCO, LLC PANORAMIC HEALTH 401K PLAN | TEMPE, AZ | Advisor / Consultant CONSULTANT | 1,740 | $260.9M | $43K |
| MILFORD REGIONAL MEDICAL CENTER MILFORD REGIONAL MEDICAL CENTER PARTNERSHIP PLAN | MILFORD, MA | Advisor / Consultant INVESTMENT ADVISOR | 2,427 | $255.6M | $19K |
| BAKER CONSTRUCTION ENTERPRISES INC. BAKER COMPANIES 401(K) PLAN | MONROE, OH | Advisor / Consultant ADVISOR | 7,694 | $180.6M | $10K |
| BROOKLINE BANCORP, INC. BROOKLINE BANCORP 401(K) PLAN | BOSTON, MA | Advisor / Consultant ADVISOR | 998 | $168.7M | $63K |
| ATRIA SENIOR LIVING, INC. ATRIA SENIOR LIVING, INC. 401(K) PLAN | LOUISVILLE, KY | Advisor / Consultant INVESTMENT ADVISORY | 8,324 | $165.7M | $8K |
| BOLTON & MENK, INC. BOLTON & MENK, INC. 401(K) PLAN | MANKATO, MN | Advisor / Consultant INVESTMENT ADVISORY | 1,089 | $155.3M | $0 |
| PBK ARCHITECTS, INC. PBK ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN & TRUST | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR/ADV | 1,060 | $121.0M | $102K |
| PREMIER FINANCIAL CORP PREMIER FINANCIAL CORP. 401(K) EMPLOYEE SAVINGS PLAN | DEFIANCE, OH | Advisor / Consultant INVESTMENT ADVISOR | 978 | $100.0M | $5K |
| ALTUS GROUP U.S., INC. ALTUS GROUP 401(K) PLAN | HOUSTON, TX | Advisor / Consultant ADVISOR | 764 | $96.8M | $41K |
| ADVANTECH CORPORATION ADVANTECH CORPORATION 401(K) PLAN | MILPITAS, CA | Advisor / Consultant INVESTMENT ADVISOR | 514 | $86.5M | $13K |
| EMPRISE GROUP, INC. EMPRISE GROUP, INC. 401(K) PLAN | ST. LOUIS, MO | Advisor / Consultant ADVISOR | 1,428 | $85.4M | $8K |
| CORVIAS CORPORATE SERVICES, LLC CORVIAS SAVINGS & RETIREMENT PLAN | WARWICK, RI | Other NONE | 839 | $77.9M | $13K |
| ROHRER CORPORATION ROHRER CORPORATION AMENDED AND RESTATED PROFIT SHARING PLAN AND TRUST | WADSWORTH, OH | Advisor / Consultant CONSULTANT | 705 | $75.4M | $0 |
| ROTECH HEALTHCARE INC. ROTECH HEALTHCARE INC. 401(K) SAVINGS PLAN | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 3,273 | $74.7M | $13K |
| AMERICAN CAMPUS COMMUNITIES SERVICES AMERICAN CAMPUS COMMUNITIES SERVICES, INC. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISOR | 3,035 | $65.7M | $15K |
| BARTON SOLVENTS, INC. BARTON SOLVENTS RETIREMENT PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 219 | $64.6M | $0 |
| W. M. JORDAN COMPANY, INC. W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN | NEWPORT NEWS, VA | Advisor / Consultant INVESTMENT ADVISORY | 309 | $64.0M | $10K |
| MILESTONE TECHNOLOGIES, INC MILESTONE TECHNOLOGIES, INC 401(K) PROFIT SHARING PLAN | FREMONT, CA | Advisor / Consultant ADVISOR | 1,900 | $63.8M | $14K |
| MATERNOHIO CLINICAL ASSOCIATES, LLC MATERNOHIO 401(K) PROFIT SHARING PLAN AND TRUST | COLUMBUS, OH | Other NONE | 132 | $63.0M | $5K |
| J. H. FLETCHER & CO. J. H. FLETCHER & CO. EMPLOYEES PROFIT SHARING PLAN | HUNTINGTON, WV | Other NONE | 323 | $62.5M | $24K |
| PEOPLE, INC. PEOPLE, INC. 401(K) PROFIT SHARING PLAN | WILLIAMSVILLE, NY | Advisor / Consultant ADVISOR | 4,105 | $60.8M | $7K |
| CHRONICLE BOOKS, LLC CHRONICLE BOOKS RETIREMENT PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 229 | $60.7M | $15K |
| ARROWHEAD PHARMACEUTICALS, INC. ARROWHEAD 401(K) PLAN AND TRUST | PASADENA, CA | Advisor / Consultant ADVISOR | 611 | $60.3M | $25K |
| SPECIALIZED DENTAL PARTNERS, LLC SPECIALIZED DENTAL PARTNERS 401(K) PLAN | FRANKLIN, TN | Advisor / Consultant ADVISOR | 2,431 | $59.6M | $19K |
| CAPITAL CITY BANK GROUP, INC. CAPITAL CITY BANK GROUP, INC. 401(K) PLAN | TALLAHASSEE, FL | Advisor / Consultant INVESTMENT ADVISOR | 801 | $56.8M | $9K |
| EVENING POST PUBLISHING, INC. EVENING POST PUBLISHING, INC. EMPLOYEE RETIREMENT PLAN | CHARLESTON, SC | Advisor / Consultant INVESTMENT ADVISOR | 312 | $54.4M | $13K |
| J W ALUMINUM COMPANY J W ALUMINUM COMPANY 401(K) PLAN | MOUNT HOLLY, SC | Advisor / Consultant ADVISOR | 465 | $53.0M | $16K |
| SEVERSON & WERSON SEVERSON & WERSON, A PROFESSIONAL CORPORATION, PROFIT SHARING AND SALARY DEFERRAL PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 63 | $52.8M | $7K |
| BESSER COMPANY THE EMPLOYEES RETIREMENT SAVINGS PLAN OF THE BESSER COMPANIES | ALPENA, MI | Other NONE | 384 | $49.3M | $11K |
| BIGCOMMERCE, INC. BIGCOMMERCE 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 820 | $48.0M | $24K |
| STANDARD RETIREMENT SERVICES, INC. WELLTHBUILDER POOLED EMPLOYER PLAN | PORTLAND, OR | Other NONE | 2,460 | $47.8M | $10K |
| FOLEY FAMILY WINES, INC. FOLEY FAMILY WINES 401(K) PLAN | SANTA ROSA, CA | Advisor / Consultant ADVISOR | 632 | $47.8M | $23K |
| ALTERNATE SOLUTIONS HEALTH NETWORK, LLC ALTERNATE SOLUTIONS HEALTHCARE SYSTEM, INC. 401(K) | DAYTON, OH | Other NONE | 1,792 | $47.6M | $13K |
| PRESIDENTIAL BANK BANKERS FINANCE CAPITAL CORP. EMPLOYEE 401(K) PLAN | BETHESDA, MD | Advisor / Consultant ADVISOR | 347 | $47.4M | $29K |
| FLORIDA EAST COAST INDUSTRIES, LLC FLORIDA EAST COAST INDUSTRIES, LLC SALARY DEFERRAL PLAN | MIAMI, FL | Advisor / Consultant CONSULTANT | 570 | $47.2M | $8K |
| BEEMOK CAPITAL LLC BEEMOK CAPITAL LLC PLAN | CHARLESTON, SC | Advisor / Consultant ADVISOR | 775 | $46.5M | $13K |
| GERON CORPORATION GERON 401(K) PLAN | FOSTER CITY, CA | Advisor / Consultant ADVISOR | 222 | $46.3M | $8K |
| HY-LINE INTERNATIONAL HY-LINE INTERNATIONAL 401(K) EMPLOYEE RETIREMENT AND SAVINGS PLAN | W DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 749 | $45.9M | $0 |
| MARTIN ENGINEERING COMPANY MARTIN ENGINEERING COMPANY 401(K) PROFIT SHARING PLAN | NEPONSET, IL | TPA / Administrator CONTRACT ADMINISTRATOR | 238 | $45.5M | $23K |
| RIVERBEND INDUSTRIES INC. RIVERBEND INDUSTRIES INC. EMPLOYEES 401(K) RETIREMENT PLAN | CHICAGO, IL | Other RETAINED BY EMPLOYER | 463 | $44.8M | $20K |
| HOT TOPIC, INC. HOT TOPIC 401(K) PLAN | CITY OF INDUSTRY, CA | Other RETAINED BY EMPLOYER | 5,926 | $41.9M | $12K |
| ATLAS TECHNOLOGIES, INC. ATLAS TECHNOLOGIES, INC. 401(K) PROFIT SHARING PLAN | NORTH CHARLESTON, SC | Advisor / Consultant INVESTMENT ADVISOR | 349 | $41.4M | $23K |
| CHILDSERVE INC CHILDSERVE EMPLOYEE RETIREMENT PLAN | JOHNSTON, IA | Advisor / Consultant INVESTMENT ADVISORY | 1,558 | $40.9M | $0 |
| JFROG, INC. JFROG 401(K) RETIREMENT PLAN | SUNNYVALE, CA | Advisor / Consultant ADVISOR | 410 | $40.7M | $13K |
| HOPEHEALTH HOPEHEALTH RETIREMENT PLAN | PROVIDENCE, RI | Advisor / Consultant INVESTMENT ADVISOR | 392 | $39.8M | $24K |
| CONCORD MANAGEMENT, LTD. CONCORD MANAGEMENT, LTD. 401(K) PLAN | MAITLAND, FL | Advisor / Consultant INVESTMENT ADVISOR | 498 | $39.1M | $5K |
| SAMET CORPORATION SAMET CORPORATION 401(K) PROFIT SHARING PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISORY | 553 | $38.8M | $10K |
| ASPIRE OF WESTERN NEW YORK, INC. ASPIRE EMPLOYEES' RETIREMENT PLAN | GETZVILLE, NY | Other NONE | 1,539 | $38.2M | $3K |
| ORTHOPEDICS RHODE ISLAND, INC. ORTHOPEDICS RHODE ISLAND, INC. 401(K) PROFIT SHARING PLAN | WARWICK, RI | Advisor / Consultant INVESTMENT ADVISOR | 462 | $37.9M | $12K |
| INVISION COMMUNICATIONS, INC. INVISION COMMUNICATIONS, INC. 401(K) PLAN | WALNUT CREEK, CA | Advisor / Consultant ADVISOR | 165 | $37.8M | $19K |
| RCB BANK RCB BANK 401(K) PLAN | CLAREMORE, OK | Advisor / Consultant ADVISOR | 775 | $37.0M | $23K |
| GOODWILL - EASTER SEALS MINNESOTA GOODWILL - EASTER SEALS MN 401(K) PLAN | ST PAUL, MN | Advisor / Consultant INVESTMENT ADVISOR | 1,219 | $36.4M | $11K |
| KEYSTONE CONSOLIDATED INDUSTRIES, INC. THE EMPLOYEE 401(K) RETIREMENT PLAN - KEYSTONE CONSOLIDATED INDUSTRIES, INC. | PEORIA, IL | Advisor / Consultant INVESTMENT ADVISOR | 231 | $35.7M | $15K |
| STEELWAVE, INC. STEELWAVE, INC. RETIREMENT PLAN | SAN MATEO, CA | Advisor / Consultant ADVISOR | 88 | $34.4M | $8K |
| STILLWATER DESIGNS AND AUDIO, INC. STILLWATER DESIGNS AND AUDIO, INC. 401(K) PROFIT SHARING PLAN | STILLWATER, OK | Advisor / Consultant ADVISOR | 192 | $34.4M | $28K |
| SPAHN & ROSE LUMBER CO. SPAHN & ROSE LUMBER CO EMPLOYEE'S 401(K) PROFIT SHARING PLAN | DUBUQUE, IA | Other NONE | 392 | $34.3M | $11K |
| OPENGOV, INC. OPENGOV, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant INVESTMENT ADVISOR | 634 | $32.2M | $7K |
| TRACHTE BUILDING SYSTEMS, INC. TRACHTE BUILDING SYSTEMS, INC. 401(K) PLAN | SUN PRAIRE, WI | Advisor / Consultant ADVISOR | 248 | $31.4M | $10K |
| CALIFORNIA HYDRONICS CORPORATION CALIFORNIA HYDRONICS CORPORATION PROFIT SHARING | HAYWARD, CA | Other SERVICE PROVIDER | 173 | $31.4M | $0 |
| PARR INSTRUMENT COMPANY PARR INSTRUMENT COMPANY 401(K) PLAN | MOLINE, IL | Advisor / Consultant INVESTMENT ADVISORY | 95 | $31.2M | $7K |
| FORD AUDIO-VIDEO SYSTEMS, LLC FORD AUDIO-VIDEO SYSTEMS, LLC 401(K) RETIREMENT PLAN | OKLAHOMA CITY, OK | Advisor / Consultant ADVISOR | 545 | $30.6M | $9K |
| ANSAY & ASSOCIATES, LLC ANSAY & ASSOCIATES, LLC 401(K) PLAN | PORT WASHINGTON, WI | Advisor / Consultant INVESTMENT ADVISORY | 248 | $30.1M | $8K |
| TRUSTEES OF LOCAL UNION 106 IBEW ANNUITY PLAN I.B.E.W. LOCAL NO. 106 ANNUITY PLAN | JAMESTOWN, NY | Other RETAINED BY EMPLOYER | 165 | $29.8M | $16K |
| THE QUEEN CASINO & ENTERTAINMENT INC. THE QUEEN CASINO & ENTERTAINMENT INC. 401(K) PLAN | EAST SAINT LOUIS, IL | Advisor / Consultant INVESTMENT ADVISOR | 903 | $29.4M | $6K |
| LEGACY PARTNERS REALTY INC LEGACY PARTNERS REALTY INC RETIREMENT PLAN | FOSTER CITY, CA | Advisor / Consultant ADVISOR | 220 | $28.8M | $8K |
| CLAFLIN SERVICE COMPANY CME CORP 401(K) PLAN | WARWICK, RI | Advisor / Consultant ADVISOR | 289 | $28.8M | $16K |
| WOODMONT REAL ESTATE SERVICES, LP WOODMONT REAL ESTATE SERVICES, L.P. 401(K) PROFIT SHARING PLAN | BELMONT, CA | Advisor / Consultant ADVISOR | 353 | $28.0M | $5K |
| CLOW STAMPING COMPANY CLOW STAMPING COMPANY 401(K) PLAN | MERRIFIELD, MN | Advisor / Consultant INVESTMENT ADVISOR | 419 | $26.9M | $22K |
| COHERENT TECHNICAL SERVICES, INC CTSI 401(K) PLAN | HOLLYWOOD, MD | Other INVESTMENT/FINANCIAL ADVI | 177 | $25.9M | $25K |
| FLORSTAR SALES, INC. FLORSTAR SALES, INC. RETIREMENT AND INCENTIVE PLAN | ROMEOVILLE, IL | Advisor / Consultant INVESTMENT ADVISORY | 119 | $25.6M | $17K |
| AVCON, INC. AVCON, INC. 401(K) RETIREMENT PLAN | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 110 | $25.0M | $16K |
| T & W TIRE COMPANY T&W TIRE 401(K) PROFIT SHARING PLAN | OKLAHOMA CITY, OK | Advisor / Consultant INVESTMENT ADVISORY | 451 | $25.0M | $0 |
| KYANITE MINING CORPORATION KYANITE MINING CORPORATION EMPLOYEES' 401(K) SAVINGS AND PROFIT SHARING PLAN | DILLWYN, VA | Other NONE | 118 | $24.9M | $17K |
| LAKE/FLATO ARCHITECTS, INC. LAKE/FLATO ARCHITECTS, INC. 401(K) PROFIT SHARING PLAN AND TRUST | SAN ANTONIO, TX | Other NONE | 143 | $24.8M | $25K |
| IMAGINE ONE TECHNOLOGY & MANAGEMENT, LTD. IMAGINE ONE, LTD. 401(K) & PROFIT SHARING PLAN | LEXINGTON PARK, MD | Advisor / Consultant ADVISOR | 276 | $24.7M | $6K |
| ACARA SOLUTIONS, INC. ALERON 401(K) SAVINGS AND RETIREMENT PLAN | WILLIAMSVILLE, NY | Advisor / Consultant INVESTMENT ADVISORY | 3,076 | $24.6M | $0 |
| MEETING STREET MEETING STREET RETIREMENT PLAN | PROVIDENCE, RI | Advisor / Consultant INVESTMENT ADVISOR | 281 | $23.7M | $9K |
| GCI, INC. GCI, INC. 401(K) PROFIT SHARING PLAN | SAN FRANCISCO, CA | Advisor / Consultant ADVISOR | 95 | $23.7M | $14K |
| IOWA DONOR NETWORK IOWA DONOR NETWORK 401(K) PLAN | NORTH LIBERTY, IA | Advisor / Consultant INVESTMENT ADVISORY | 203 | $23.6M | $0 |
| SIMPLER POSTAGE, INC. DBA EASYPOST EASYPOST 401(K) PLAN | LEHI, UT | Advisor / Consultant ADVISOR | 473 | $23.6M | $12K |
| FN CELLARS, LLC FAR NIENTE WINE ESTATES 401(K) PLAN | OAKVILLE, CA | Advisor / Consultant ADVISOR | 236 | $22.4M | $11K |
| STAFF ELECTRIC CO., INC. STAFF ELECTRIC CO, INC. EMPLOYEES' PROFIT SHARING RETIREMENT PLAN AND TRUST | MENOMONEE FALLS, WI | Advisor / Consultant INVESTMENT ADVISORY | 102 | $22.3M | $0 |
| FORWARD SERVICE CORPORATION FORWARD SERVICE CORPORATION 401(K) PLAN | MADISON, WI | Advisor / Consultant INVESTMENT ADVISORY | 334 | $22.1M | $46K |
| FREMONT AUTOMOBILE DEALERSHIP, LLC DBA FREMONT TOYOTA TORIAN HOLDINGS RETIREMENT PLAN | FREMONT, CA | Advisor / Consultant ADVISOR | 311 | $21.7M | $13K |
| PROTRIALS RESEARCH, INC. PROTRIALS RESEARCH, INC. 401(K) PROFIT SHARING PLAN | LOS GATOS, CA | Advisor / Consultant INVESTMENT ADVISOR | 84 | $21.5M | $8K |
| DIVERSIFIED TOOLING GROUP, INC. DIVERSIFIED TOOLING GROUP EMPLOYEES 401(K) AND PROFIT SHARING PLAN | MADISON HEIGHTS, MI | Advisor / Consultant ADVISOR | 323 | $21.1M | $18K |
| NGP MANAGEMENT, LLC NGP MANAGEMENT, LLC 401K PLAN | NORTH READING, MA | Advisor / Consultant INVESTMENT ADVISOR | 1,533 | $21.1M | $6K |
| THE WITTERN GROUP THE WITTERN GROUP NON-BARGAINING 401(K) PLAN | CLIVE, IA | Advisor / Consultant INVESTMENT ADVISORY | 197 | $20.9M | $0 |
| STEP UP FOR STUDENTS-FLORIDA, INC. STEP UP FOR STUDENTS 401(K) PLAN | JACKSONVILLE, FL | Advisor / Consultant INVESTMENT ADVISOR | 397 | $20.9M | $25K |
| AMERICAN LANDSCAPING PARTNERS, LLC AMERICAN LANDSCAPING PARTNERS 401(K) PLAN | BRENTWOOD, TN | Advisor / Consultant RIA | 624 | $20.5M | $16K |
| ROECHLING AUTOMOTIVE USA LLP ROECHLING AUTOMOTIVE USA LLP 401K PLAN | DUNCAN, SC | Advisor / Consultant INVESTMENT ADVISOR | 444 | $20.5M | $17K |
| HARTIG DRUG COMPANY SAVINGS PLAN FOR EMPLOYEES OF HARTIG DRUG COMPANY | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISORY | 371 | $19.9M | $0 |
| HILLSIDES HILLSIDES EMPLOYEES' 401(K) PLAN | PASADENA, CA | Advisor / Consultant ADVISOR | 411 | $19.2M | $6K |
| ALLANA BUICK & BERS, INC. ALLANA BUICK & BERS, INC. 401(K) PLAN | PALO ALTO, CA | Advisor / Consultant ADVISOR | 234 | $19.0M | $7K |
| THE LEWIS BEAR COMPANY THE LEWIS BEAR COMPANY PROFIT SHARING/401(K) PLAN | PENSACOLA, FL | Advisor / Consultant CONSULTANT | 258 | $18.9M | $5K |
| BRIGGS MEDICAL SERVICE COMPANY BRIGGS MEDICAL SERVICE COMPANY 401(K) SAVINGS PLAN | CLIVE, IA | Advisor / Consultant INVESTMENT ADVISOR | 458 | $18.6M | $8K |
| HEXATRONIC US HOLDING, INC. HEXATRONIC GROUP 401(K) PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 637 | $18.4M | $15K |
| ALLOY & STAINLESS FASTENERS, INC. ALLOY & STAINLESS FASTENERS, INC. 401(K) PROFIT SHARING PLAN | HOUSTON, TX | Advisor / Consultant INVESTMENT ADVISOR | 324 | $18.4M | $22K |
| CASA PACIFICA CENTERS FOR CHILDREN AND FAMILIES CASA PACIFICA 401(K) PLAN | CAMARILLO, CA | Advisor / Consultant ADVISOR | 301 | $18.3M | $11K |
| DETHMERS MANUFACTURING COMPANY, LLC DETHMERS MANUFACTURING COMPANY, LLC 401(K) PLAN | BOYDEN, IA | Advisor / Consultant INVESTMENT ADVISOR | 349 | $18.2M | $4K |
| IAV AUTOMOTIVE ENGINEERING INC. IAV AUTOMOTIVE ENGINEERING INC. 401(K) PLAN | NOVI, MI | Advisor / Consultant INVESTMENT ADVISORY | 87 | $17.4M | $8K |
| S & S FIRESTONE, INC. S & S FIRESTONE, INC. 401(K) RETIREMENT PLAN | LEXINGTON, KY | Advisor / Consultant ADVISOR | 652 | $17.0M | $13K |
| PEOPLELINK, LLC PEOPLELINK, LLC 401(K) PLAN | SOUTH BEND, IN | Advisor / Consultant INVESTMENT ADVISOR | 1,280 | $16.7M | $15K |
| SCHULER SHOES, INC. SCHULER SHOES, INC. 401(K) SAVINGS PLAN | MAPLE GROVE, MN | Advisor / Consultant INVESTMENT ADVISOR | 167 | $16.5M | $25K |
| CUSB BANK CUSB BANK 401(K) PROFIT SHARING PLAN & TRUST | CRESCO, IA | Advisor / Consultant INVESTMENT ADVISOR | 117 | $16.2M | $11K |
| BIBLE LEAGUE BIBLE LEAGUE 401(K) SAVINGS PLAN | CRETE, IL | Other INV ADV, PARTICIPANTS | 91 | $16.1M | $0 |
| WORLDWIDE SUPPLY CHAIN SOLUTIONS, INC. WORLDWIDE SUPPLY CHAIN SOLUTIONS, INC. 401(K) PLAN & TRUST | URBANDALE, IA | Advisor / Consultant INVESTMENT ADVISOR | 368 | $16.0M | $14K |
| MIDWEST WHEEL COMPANIES, INC. MIDWEST WHEEL COMPANIES, INC. 401(K) PROFIT SHARING PLAN | DES MOINES, IA | Advisor / Consultant INVESTMENT ADVISORY | 292 | $15.7M | $0 |
| EDUCATION ANALYTICS EDUCATION ANALYTICS 401(K) PLAN | MADISON, WI | Other INVESTMENT/FINANCIAL ADVI | 108 | $15.6M | $20K |
| COMMIT ENTERPRISES, INC. COMMIT ENTERPRISES, INC. 401(K) & PROFIT SHARING PLAN | NORTH CHARLESTON, SC | Advisor / Consultant RIA | 143 | $15.5M | $17K |
| WINDOW NATION LLC THE WINDOW NATION 401(K) AND PROFIT SHARING PLAN | FULTON, MD | Advisor / Consultant INVESTMENT ADVISOR | 748 | $15.5M | $10K |
| DUBUQUE RACING ASSOCIATION LTD. DUBUQUE RACING ASSOCIATION 401(K) SAVINGS PLAN | DUBUQUE, IA | Advisor / Consultant INVESTMENT ADVISOR | 545 | $15.4M | $5K |
| BBS AUTOMATION CHICAGO, INC. BBS AUTOMATION CHICAGO 401(K) PLAN | BARTLETT, IL | Other NONE | 94 | $15.3M | $7K |
| FARMINGTON COUNTRY CLUB FARMINGTON COUNTRY CLUB RETIREMENT PLAN | CHARLOTTESVILLE, VA | Advisor / Consultant INVESTMENT ADVISORY | 160 | $15.1M | $7K |
| POWER COMPONENT SYSTEMS, INC. POWER COMPONENT SYSTEMS, INC. EMPLOYEE 401(K)/PROFIT SHARING PLAN | HANOVER, MD | Broker BROKER DEALER | 268 | $15.1M | $17K |
| NORTHLAND CONTROL SYSTEMS, INC. NORTHLAND CONTROL SYSTEMS, INC. 401(K) PROFIT SHARING PLAN | MILPITAS, CA | Advisor / Consultant ADVISOR | 149 | $14.8M | $7K |
| HERO DVO LLC HERO DVO LLC 401(K) PROFIT SHARING PLAN AND TRUST | COLORADO SPRINGS, CO | Advisor / Consultant ADVISOR | 1,035 | $14.6M | $18K |
| ENERGY ENGINEERING ASSOCIATES, INC. ENERGY ENGINEERING ASSOCIATES, INC 401(K) PROFIT SHARING PLAN | AUSTIN, TX | Other NONE | 109 | $14.5M | $13K |
| KOFILE, INC. KOFILE, INC. 401(K) PLAN | DALLAS, TX | Other SERVICE PROVIDER | 649 | $14.3M | $0 |
| HOWARD F&C MANAGEMENT GROUP, LLC 401(K) PLAN FOR EMPLOYEES OF HOWARD F & C MANAGEMENT GROUP, LLC | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 211 | $14.2M | $14K |
| LEVARE U.S., INC. LEVARE U.S., INC. 401(K) PLAN | TULSA, OK | Advisor / Consultant INVESTMENT ADVISOR | 222 | $14.1M | $20K |
| PSYCHIATRIC MEDICAL CARE LLC PSYCHIATRIC MEDICAL CARE LLC 401(K) PLAN | BRENTWOOD, TN | Advisor / Consultant INVESTMENT ADVISORY PLAN | 590 | $13.6M | $19K |
| GEARHEART COMMUNICATIONS COMPANY, INC. GEARHEART COMMUNICATIONS COMPANY, INC. 401(K) PLAN | HAROLD, KY | Advisor / Consultant INVESTMENT ADVISORY | 134 | $13.5M | $0 |
| DIGGING & RIGGING, INC. DIGGING & RIGGING 401(K) PROFIT SHARING PLAN | MOUNT AIRY, MD | Advisor / Consultant INVESTMENT ADVISOR | 187 | $13.0M | $15K |
| AMERICA'S CREDIT UNION AMERICA'S CREDIT UNION CAPITAL ACCUMULATION PLAN | GARLAND, TX | Other SERVICE PROVIDER | 126 | $12.4M | $0 |
| TWIN CITY DIE CASTINGS COMPANY TWIN CITY DIE CASTINGS COMPANY 401(K) PLAN | MINNEAPOLIS, MN | Advisor / Consultant INVESTMENT ADVISORY | 163 | $12.3M | $6K |
| INLET HEALTH, INC. INLET HEALTH 401(K) PLAN | ELIZABETHTOWN, KY | Advisor / Consultant INVESTMENT ADVISORY - PL | 678 | $12.3M | $12K |
| AMERICAN MARKETING & PUBLISHING, L.L.C. AMERICAN MARKETING & PUBLISHING, L.L.C. 401(K) PLAN | DEKALB, IL | TPA / Administrator PLAN ADMINISTRATOR | 399 | $12.3M | $13K |
| SHERRILL, INC. SHERRILL, INC. 401(K) PROFIT SHARING PLAN & TRUST | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISORY | 206 | $12.2M | $20K |
| FIRE-DEX, LLC FIRE-DEX, LLC 401K PLAN | MEDINA, OH | Advisor / Consultant INVESTMENT ADVISOR | 484 | $12.1M | $8K |
| HIFFMAN SHAFFER ASSOCIATES, INC. NAI HIFFMAN 401K PLAN | OAKBROOK TERRACE, IL | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 198 | $11.8M | $14K |
| EMA DESIGN AUTOMATION INC EMA DESIGN AUTOMATION INC 401(K) PROFIT SHARING PLAN & TRUST | ROCHESTER, NY | Advisor / Consultant ADVISOR | 84 | $11.6M | $10K |
| BOONE DRUGS, INC. BOONE DRUGS, INC. SAVINGS PLUS PLAN | BOONE, NC | Advisor / Consultant INVESTMENT ADVISOR | 130 | $11.1M | $5K |
| TEMPERPACK TECHNOLOGIES INC. TEMPERPACK 401(K) PLAN | RICHMOND, VA | Advisor / Consultant INVESTMENT ADVISORY | 560 | $11.0M | $7K |
| KOBELCO ALUMINUM AUTOMOTIVE PRODUCTS, LLC KOBE ALUMINUM AUTOMOTIVE PRODUCTS, LLC RETIREMENT SAVINGS PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT ADVISOR | 729 | $10.6M | $9K |
| THE CLAFLIN COMPANY THE CLAFLIN COMPANY SAVINGS & RETIREMENT PLAN | WARWICK, RI | Advisor / Consultant ADVISOR | 83 | $10.6M | $6K |
| CALDWELL HOSPICE AND PALLIATIVE CARE, INC. CALDWELL HOSPICE AND PALLIATIVE CARE, INC. RETIREMENT PLAN | LENOIR, NC | Advisor / Consultant INVESTMENT ADVISORY | 252 | $10.6M | $21K |
| RL HUDSON & COMPANY RL HUDSON 401(K) & PS PLAN | BROKEN ARROW, OK | Advisor / Consultant INVESTMENT ADVISOR | 161 | $10.6M | $12K |
| WEST COUNTY HEALTH CENTERS INC. WEST COUNTY HEALTH CENTERS INC. 403B PLAN | SEBASTOPOL, CA | Other NONE | 201 | $10.4M | $0 |
| WESTMINSTER COMPANY WESTMINSTER COMPANY RETIREMENT SAVINGS PLAN | GREENSBORO, NC | Advisor / Consultant INVESTMENT ADVISOR | 162 | $10.4M | $10K |
| CLINE CELLARS, INC. CLINE CELLARS 401(K) SAVINGS PLAN | SONOMA, CA | Advisor / Consultant INVESTMENT ADVISOR | 175 | $10.0M | $8K |
| RIA FEDERAL CREDIT UNION RIA FEDERAL CREDIT UNION 401(K) RETIREMENT SAVINGS PLAN | BETTENDORF, IA | Advisor / Consultant INVESTMENT ADVISORY | 130 | $9.9M | $0 |
| FUTURE FORD OF CONCORD, LLC FUTURE FORD OF CONCORD 401(K) PLAN | CONCORD, CA | Advisor / Consultant INVESTMENT ADVISOR | 185 | $9.9M | $12K |
| MEETING STREET SCHOOLS MEETING STREET SCHOOLS 403(B) PLAN | CHARLESTON, SC | Advisor / Consultant INVESTMENT ADVISOR | 326 | $9.7M | $12K |
| SOUTHWEST OFFSET PRINTING, INC. S.O.P., INC. 401(K) PLAN & TRUST | GARDENA, CA | Other INVESTMENT/FINANCIAL ADVI | 246 | $9.7M | $10K |
| CHILD START, INC. CHILD START, INC. EMPLOYEE RETIREMENT SAVINGS PLAN | NAPA, CA | Advisor / Consultant ADVISOR | 255 | $9.5M | $6K |
| LEMAN U.S.A. INC. LEMAN U.S.A. INC., PROFIT SHARING/401(K) PLAN | STURTEVANT, WI | Advisor / Consultant INVESTMENT ADVISOR | 84 | $9.4M | $12K |
| AFFINITY SOUTHEAST AFFINITY SOUTHEAST 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 112 | $9.3M | $4K |
| BRITTAIN RESORTS & HOTELS LLC BRITTAIN RESORTS & HOTELS 401(K) PLAN | MYRTLE BEACH, SC | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 542 | $9.2M | $21K |
| PINNERGY, LTD. PINNERGY, LTD. 401(K) PLAN | AUSTIN, TX | Advisor / Consultant ADVISOR | 536 | $9.2M | $18K |
| PLASTIC COMPONENTS, INC. (PCI) PCI 401(K) PLAN | GERMANTOWN, WI | Advisor / Consultant INVESTMENT ADVISOR | 188 | $9.2M | $14K |
| KAY MANUFACTURING COMPANY, LLC KAY MANUFACTURING COMPANY, LLC 401(K) PROFIT SHARING PLAN | ST. JOSEPH, MI | Advisor / Consultant INVESTMENT ADVISORY | 95 | $9.1M | $0 |
| SIGLER COMPANIES INC SIGLER COMPANIES, INC. 401(K) PLAN | AMES, IA | Advisor / Consultant INVESTMENT ADVISORY | 184 | $8.8M | $0 |
| WILLIAMSBURG LANDING, INC. WILLIAMSBURG LANDING, INC. 403(B) RETIREMENT PLAN | WILLIAMSBURG, VA | Advisor / Consultant INVESTMENT ADVISORY | 424 | $8.7M | $6K |
| CONSOLIDATED SHOE COMPANY, INC. EMPLOYEES RETIREMENT PLAN OF CONSOLIDATED SHOE COMPANY, INC. | LYNCHBURG, VA | Other NONE | 12 | $8.6M | $5K |
| PLEASANT VALLEY CORPORATION PLEASANT VALLEY CORPORATION 401(K) PLAN | MEDINA, OH | Advisor / Consultant INVESTMENT ADVISOR | 210 | $8.6M | $21K |
| THE HEALTH TRUST THE HEALTH TRUST SAVINGS PLAN | SAN JOSE, CA | Other NONE | 11 | $8.4M | $4K |
| THERAPEUTIC MANAGEMENT SERVICES, INC. CLINICAL ASSOCIATES OF THE FINGER LAKES 401(K) PLAN | VICTOR, NY | Other SERVICE PROVI DER | 111 | $7.9M | $0 |
| LOCAL UNION 106 IBEW I.B.E.W. LOCAL NO. 106 HEALTH & WELFARE FUND | JAMESTOWN, NY | Other 17102 | 157 | $7.8M | — |
| THE BROUSSARD GROUP TBG PARTNERS 401(K) PLAN | AUSTIN, TX | Advisor / Consultant INVESTMENT ADVISORY | 124 | $7.7M | $14K |
| SAIL ENERGY, LLC SAIL ENERGY 401(K) PLAN | PORTSMOUTH, NH | Advisor / Consultant INVESTMENT ADVISORY | 199 | $7.7M | $0 |
| AMERICAN PHOENIX, INC. AMERICAN PHOENIX, INC. 401(K) RETIREMENT PLAN | EAU CLAIRE, WI | Advisor / Consultant INVESTMENT ADVISORY | 308 | $7.6M | $0 |
| LIFESKILLS, INC. LIFESKILLS, INC. 401(K) PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT ADVISORY | 526 | $7.5M | $5K |
| ENGENDREN, LLC DBA IEA, LLC ENGENDREN CORPORATION 401(K) PLAN | KENOSHA, WI | Advisor / Consultant REGISTERED INV ADVISOR | 215 | $7.5M | $13K |
| KORRUS INC KORRUS INC 401(K) PLAN & TRUST | LOS ANGELES, CA | Advisor / Consultant ADVISORY SERVICES | 94 | $7.5M | $5K |
| HS GOVERNMENT PARTNERS, LLC MAYROAD 401(K) PLAN | RALEIGH, NC | Other NONE | 121 | $7.4M | $6K |
| EARL MAY SEED & NURSERY LC EARL MAY SEED & NURSERY LC PROFIT SHARING AND RETIREMENT SAVINGS PROGRAM | SHENANDOAH, IA | Advisor / Consultant INVESTMENT ADVISOR | 296 | $6.8M | $9K |
| LIFESKILLS HEALTH SERVICES, INC. LIFEHEALTH SERVICES 401(K) PLAN | BOWLING GREEN, KY | Advisor / Consultant INVESTMENT ADVISORY | 210 | $6.6M | $4K |
| FIRST REALTY MANAGEMENT CO., INC. FIRST REALTY MANAGEMENT CO. , INC. 401(K) PLAN | ROCHESTER, NY | Advisor / Consultant ADVISOR | 86 | $6.5M | $2K |
| AFFINITY GROUP CENTRAL REGION LLC DBA AFFINITY GROUP CENTRAL AFFINITY GROUP 401(K) PLAN | CHARLOTTE, NC | Advisor / Consultant INVESTMENT ADVISOR | 127 | $5.3M | $7K |
| DEDON, INC. DEDON 401(K) RETIREMENT PLAN | HIGH POINT, NC | Other INVESTMENT/FINANCIAL ADVI | 43 | $5.2M | $9K |
| REMOVERY, LLC REMOVERY, LLC 401(K) PLAN | AUSTIN, TX | Other INVESTMENT/FINANCIAL ADVI | 346 | $4.8M | $11K |
| SMITH CHASON COLLEGE, INC. SMITH CHASON COLLEGE, INC. 401(K) PLAN | LOS ANGELES, CA | Other INVESTMENT SERVICES | 409 | $4.5M | $9K |
| OLD COLONY HOSPICE, INC. OLD COLONY HOSPICE, INC. 403(B) PLAN | WEST BRIDGEWATER, MA | Other NONE | 122 | $3.6M | $4K |
| ORLANDO SPORTS HOLDINGS LLC ORLANDO SPORTS HOLDINGS, LLC 401(K) PLAN | ORLANDO, FL | Advisor / Consultant INVESTMENT ADVISOR | 246 | $3.4M | $6K |
| HPCCA - HAIG POINT HPCCA - HAIG POINT 401(K) PLAN | HILTON HEAD ISLAND, SC | Advisor / Consultant INVESTMENT ADVISOR | 127 | $2.7M | $4K |
| WESTERN KENTUCKY REGIONAL MENTAL HEALTH MENTAL RETARDATION ADVISORY FOUR RIVERS COMBINED 401(K) PLAN | PADUCAH, KY | Advisor / Consultant INVESTMENT ADVISORY-PLAN | 0 | $0 | $925 |
| SPALDING CONSULTING, INC. SPALDING CONSULTING, INC. 401K PLAN | WASHINGTON, DC | Other NONE | 0 | $0 | $13K |
| ALEX AND ANI, LLC ALEX AND ANI, LLC 401(K) PLAN | CRANSTON, RI | Other | 0 | $0 | $9K |
| CONSOLIDATED SHOE COMPANY, INC. CONSOLIDATED SHOE COMPANY, INC. EMPLOYEE STOCK OWNERSHIP AND SAVINGS PLAN | LYNCHBURG, VA | Advisor / Consultant INVESTMENT ADVISOR | 25 | — | $3K |
| THE MURRAY BANK THE MURRAY BANK 401(K) EMPLOYEE STOCK OWNERSHIP PLAN | MURRAY, KY | Advisor / Consultant INVESTMENT ADVISOR | 69 | — | $10K |